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Whom should you name as the beneficiary of your IRA or Qualified Plan? Sometimes, it can be best to name a trust for your intended beneficiary. Read on to see the protections a trust can offer that a direct designation of the individual would not.
Naming a Trust as Beneficiary of an IRA
Yvonne Novak
Yvonne M. Novak received her Bachelor of Arts Degree from the College of St. Scholastica and her Law Degree (Juris Doctor) With Distinction from the University of North Dakota School of Law. Prior to opening her law firm, she worked as a paralegal, investment representative, and licensed nursing home administrator
Latest posts by Yvonne Novak (see all)
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